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Majority of two-pot withdrawals in the new tax year are repeat withdrawals

Majority of two-pot withdrawals in the new tax year are repeat withdrawals

07 May 2025

Many of the retirement fund members who requested withdrawals from their savings pots in March and April 2025, the first two months of the new tax year, were dipping into their savings pots for a second time.

Legislative Shifts in Divorce and Pensions

Legislative Shifts in Divorce and Pensions

30 April 2025

The administrative changes introduced by the1 September 2024 two-pots retirement solution implementation have largely bedded down, freeing up employee benefits consultants, human resources professionals, and retirement fund administrators to explore some of the less frequent transaction types.

Calming the waves of Trumpian storms in retirement

Calming the waves of Trumpian storms in retirement

24 April 2025

The first 16 days of April 2025 were a scary time for investors, as President Trump’s successive announcements of sweeping tariffs triggered the “Liberation Day” market meltdown that spread across global investment markets.

How to plan for looking after elderly parents

How to plan for looking after elderly parents

23 April 2025

It’s an economic reality in South Africa that many people have to look after both their parents and their children, writes Paul Menge, Actuarial Team Lead at Momentum Savings, in the wake of Family Day.

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From debt relief to used cars: where the Two-Pot money is going

From debt relief to used cars: where the Two-Pot money is going

16 April 2025
Don’t let inflation derail your retirement plan

Don’t let inflation derail your retirement plan

15 April 2025
Life annuity rates up 11% this year amidst Trump and GNU chaos

Life annuity rates up 11% this year amidst Trump and GNU chaos

09 April 2025
The fight against financial illiteracy is on

The fight against financial illiteracy is on

06 April 2025
The Retirement Tightrope: Helping Clients Balance Security and Enjoyment

The Retirement Tightrope: Helping Clients Balance Security and Enjoyment

30 March 2025
Surge of Savings Pot Withdrawals in New Tax Year

Surge of Savings Pot Withdrawals in New Tax Year

05 March 2025
Actuaries concerned about the impact of climate change on retirement savings

Actuaries concerned about the impact of climate change on retirement savings

25 February 2025
Tax-free savings accounts: a decade of growth and opportunity

Tax-free savings accounts: a decade of growth and opportunity

24 February 2025
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